Financial Planning Done Right

In this episode, host J.R. Robinson lays out a blueprint for creating a comprehensive evergreen financial plan. The discussion dispels popular misconceptions about what a financial plan is and takes a deep dive into the important non-investment related elements of financial planning replete with tales of mistakes and oversights he has caught over the years. The episode concludes with a discussion of some of the important financial planning elements and considerations relating to portfolio management. (Hint: there is much more to it than just investment selection.)